NEW ZEALAND MEDIA RELEASE
16 July 2002
“SUCCESS FORUM” IN SYDNEY WILL BE
MAJOR INTERNATIONAL EVENT
ON FINANCIAL PLANNERS’ CALENDAR
The 14,000 member Financial Planning Association of Australia (FPA) is this year
marking the beginning of a second decade of successful annual conventions with a
greatly upgraded event.
To be held from November 20-22 at the Sydney Convention Exhibition Centre,
Darling Harbour, “Success Forum Australia 2002” will be the largest industry event
of its kind ever held in the Asia-Pacific region.
ThePrime Minister of Australia, The Hon. John Howard, will open the Convention,
reflecting the prestige of this important event.
“We are offering an innovative programme strongly focused on lifting professional
skill levels and career development which, we believe, will be very relevant to
financial planners in New Zealand and other Asia-Pacific countries,” said John
Godfrey, FPA Board Chairman.
The programme is truly comprehensive from strategic global overviews to “how to”
and “hands on” sessions.
Workshop sessions have been tailored for financial planners (experienced and new),
dealer groups, paraplanners, training/compliance managers, risk writers, fund
managers, technical / research and practice managers / support staff.
For full-time financial planning students there are special arrangements to explain
what it is like to work in the profession and to enable them to network with
experienced practitioners.
Success Australia Forum 2002 ……. 2
The Convention proper will bring together the “biggest line-up of international
presenters from seven continents”, says Convention Chair Peeyush Gupta says. “They
will offer the most up to date information and the latest research on industry trends
worldwide.”
Among the many standout speakers are

Australia’s eminent international diplomat, Richard Butler, giving a global
overview, “The Changing Face of the 21st Century”

Richard Wagner, principal of Worth Living LLC, Denver, Colorado, who
contends financial planning can become the world’s first genuine international
profession.

Karl Sternberg of Deutsche Asset Management (UK) who argues that the allimportant human factor in funds management has been forgotten.

John Benevides, who heads the Financial Services Groups of the Corporate
Executive Board (US), tells how to put a price on advice and be paid for it.

And from New Zealand, internet marketing guru Debbie Mayo-Smith shows how
to build a financial planning practice through e-marketing.
Other innovative delegate-friendly features include sessions addressing the need for
balance in the busy lives of today’s professionals, a “speakers’ corner” where
delegates can meet presenters and buy their autographed books and a “meeting place”
to facilitate networking with others in the financial services industry.
The latest products and services the financial world has to offer will be displayed to
the expected 2,500 delegates at the “Business Expo” to be held alongside “Success
Forum Australia 2002”.
The Convention breaks with tradition by running for three weekdays, leaving the
weekend free for delegates to enjoy all that Sydney has to offer. Wednesday 22
November is dedicated to specialised workshops for all industry sectors, followed by
the two-day Convention packed with sessions covering current trends and issues faced
by the financial planning industry.
“Success Forum Australia” …… 3
For comprehensive information about the event, please visit the FPA website
www.fpa.asn.au
. Registration can be easily and securely accomplished there also.
Substantial discounts are offered for early bird registration (payment by 30
September) and for group bookings; and for the first time a one day pass is available.
*******
Media Contacts:
Caroline Wilkie
FPA
Tel: +61 2 9220 4505
Fax: +61 2 9223 0700
Email: caroline.wilkie@fpa.asn.au
In New Zealand:
Peter Gilmour
Tel: 0-9-273 2063
Fax: 0-9-273 2068
Email: pgilmour@corpcom.co.nz
ABOUT THE FINANCIAL PLANNING ASSOCIATION OF AUSTRALIA
With over 14,000 members through a network of 31 chapters across Australia and a
state office in each capital city, the FPA is the only organization in the country that
represents specialist professional financial planners.
Its vision is to ensure Australians have access to professional financial advice of a
quality that enhances their wellbeing, something that couldn't be more relevant in a
community in which people are becoming more financially aware and increasingly
want to take control over their futures.
In support of this vision, the FPA provides a range of services to member individuals
and organizations - to nurture the great industry talent we already have and make
financial planning as rewarding for the giver as it is for those in the market we serve.
FPA members have access to a specialised range of products and services in the
areas of education, professional and ethical standards, compliance, public policy and
promotion.
Media Contact:
Caroline Wilkie
FPA
Tel: +61 2 9220 4505
Fax: +61 2 9223 0700
Email: caroline.wilkie@fpa.asn.au